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Can I Sync my Bank Accounts to Clio?

Objective:

  • How can I sync my Operating Account to Clio?
  • Does Clio connect to my bank account?
  • Does Clio connect to my real-life bank account?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

Since Clio is not considered a full fledge Accounting Software you can not sync your Bank Account directly to Clio. You could however sync Clio through one of our Accounting Integrations (Xero or Quickbooks) and sync your Bank Accounts to that software.

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